Our Services

  • Estate Planning
  • Qualified Pension, Profit Sharing and 401K Plans
  • Investment Allocation and Portfolio Design
  • Life Insurance Analysis - Ohio license number 1565460
  • Charitable Giving
  • IRA Distribution Planning
  • Long Term Care Insurance
  • Retirement Income Planning
  • Family Business Succession
  • Family Wealth Distribution Planning
  • Strategic Alliances with CPA and Law Firms
  • Investment advisory Service offered through Independent Financial Group, LLC.